Search Company Activity History |
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To Search for Activity History by Date: 1.Open the Company History tab 2.Click the Calendar icon. 3.Select a date. 4.Activity History after the selected date is displayed.
To View All Activity History: 1.Uncheck the Use Date Filter option.
To View Specific Activity Types: 1.Click the Type drop down and select a value from the drop-down list.
To Save Your Favourite Filter settings: 1.Click the Save Current Settings for future use on this form icon. 2.Click Save Changes. 3. To Sort on Two Columns: 1.Click the first column to sort in ascending sequence 2.Shift+Click the second column header to sort in ascending sequence
Example: Two-column sort
To Enlarge Activity Notes Window: 1.Double-click anywhere in the Notes field. 2.Close the window to return to normal size.
To Enlarge Activity Notes Font Size: 1.Click the Modify Font for Notes icon. 2.Select the required font type and size. |